LayerZero年内流失12家合作伙伴，ZRO较峰值跌88%
LayerZero has lost a dozen partnerships this year
跨链龙头LayerZero年内流失12家合作伙伴、超150亿美元资产迁移，且ZRO较峰值回撤88%，属于生态结构性衰退信号，建议关注跨链赛道竞争格局与ZRO后续走势。
Blockchain interoperability project LayerZero has lost a dozen partners this year as its ZRO token shed a third of its value.
区块链互操作性项目LayerZero今年失去了十几个合作伙伴，其ZRO代币价值缩水了三分之一。
The latest departure, Ethereum node service provider Nethermind, ran one of the verifiers that LayerZero advertised to enterprise users. It migrated to one of LayerZero’s competitors and terminated its role as verifier on Wednesday.
最新退出的是以太坊节点服务提供商Nethermind，它曾运行LayerZero向企业用户宣传的验证器之一。它迁移到了LayerZero的一个竞争对手那里，并于周三终止了其验证器角色。
It joins a long list.
这加入了长长的名单。
- Kelp DAO exited LayerZero in May after it lost $292 million through a bridge that a single LayerZero verifier secured.
- Solv Protocol deprecated its LayerZero bridges two days later, with Re.xyz making the same move.
- The following week, Kraken shifted its kBTC BTC-linked token off LayerZero, while Lombard pulled over $1 billion of BTC-backed assets one day later.
- Virtuals Protocol left LayerZero in June. Yuzu Money completed its exit in early July, and Mantle swapped out its Super Portal days later.
- BitGo took $7.7 billion of wrapped BTC out of LayerZero’s ecosystem in August.
- Huma Finance declined to use LayerZero for its product launched earlier this year.
- Kelp DAO在5月退出LayerZero，此前它通过一个由单个LayerZero验证器保护的桥损失了2.92亿美元。
- 两天后，Solv Protocol弃用了其LayerZero桥，Re.xyz也采取了同样的行动。
- 接下来的一周，Kraken将其与BTC挂钩的kBTC代币从LayerZero转移出去，而Lombard在一天后撤回了超过10亿美元的BTC支持资产。
- Virtuals Protocol在6月离开了LayerZero。Yuzu Money在7月初完成了退出，Mantle几天后更换了其Super Portal。
- BitGo在8月将77亿美元的包装BTC从LayerZero生态系统中撤出。
- Huma Finance拒绝在其今年早些时候推出的产品中使用LayerZero。
Even the Wyoming Stable Token Commission, the lone state government in the pack of LayerZero partners, dropped its token bridge on Tuesday.
甚至怀俄明州稳定币委员会，这个LayerZero合作伙伴中唯一的州政府，也在周二放弃了其代币桥。
LayerZero targeted by Lazarus Group
LayerZero成为Lazarus Group的目标
More than $7 billion in assets had migrated off LayerZero by early July. BitGo’s exit lifted the tally toward $15 billion.
到7月初，超过70亿美元的资产已从LayerZero迁移出去。BitGo的退出使这一数字提升至约150亿美元。
The panic began after LayerZero admitted that hackers at Lazarus Group poisoned its internal RPCs in April.
恐慌始于LayerZero在4月承认Lazarus Group的黑客毒化了其内部RPC。
“We made a mistake by allowing our DVN to act as a 1/1 DVN for high-value transactions,” it said.
“我们犯了一个错误，允许我们的DVN在高价值交易中充当1/1 DVN，”它说。
Protos documented the immediate fallout from that incident, with Aave pausing ETH-pegged token markets from LayerZero as depositors rushed for the exits.
Protos记录了该事件的直接影响，Aave暂停了来自LayerZero的与ETH挂钩的代币市场，因为存款人纷纷撤离。
LayerZero among bridges Lazarus using to launder loot
LayerZero是Lazarus用来洗钱的桥之一
Read more: Aave TVL still down 43% since KelpDAO hack
阅读更多：自KelpDAO黑客事件以来，Aave TVL仍下降43%
Hard to recover from an 88% drawdown
从88%的回撤中恢复很难
LayerZero co-founder and CEO Bryan Pellegrino dismissed much of the early criticism as untrue.
LayerZero联合创始人兼CEO Bryan Pellegrino将早期的大部分批评斥为不实之词。
Another defender argued that the departures amount to “about 3% of actual usage in volume and less than 1% of messages.”
另一位辩护者辩称，这些退出“约占实际使用量的3%，以及不到1%的消息。”
Still, LayerZero has been retreating. ZRO, has lost 31% of its value this year, 56% over the past 12 months, and 88% from its December 2024 all-time high.
尽管如此，LayerZero一直在退缩。ZRO今年已损失31%的价值，过去12个月损失56%，自2024年12月的历史高点下跌了88%。
In July, it announced it was “winding down support for a number of chains with minimal activity across our offchain services and Stargate products.”
7月，它宣布“正在逐步停止对多个链的支持，这些链在我们的链下服务和Stargate产品中活动极少。”
The same notice told Stargate users on those chains, “Failure to act before chain support is fully deprecated will result in losing access to your funds.”
同一通知还告知这些链上的Stargate用户：“在链支持完全弃用前未能采取行动，将导致无法访问您的资金。”
LayerZero warned teams still using v1 libraries would face an August 3 shutoff.
LayerZero警告称，仍在使用v1库的团队将面临8月3日的关闭。
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